HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$430M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.06M
3
+$918K
4
SO icon
Southern Company
SO
+$540K
5
DUK icon
Duke Energy
DUK
+$515K

Top Sells

1
+$1.14M
2
+$1M
3
+$594K
4
MDT icon
Medtronic
MDT
+$446K
5
MRK icon
Merck
MRK
+$443K

Sector Composition

1 Industrials 16.86%
2 Technology 16.35%
3 Healthcare 11.14%
4 Consumer Staples 10.43%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$69K 0.02%
963
202
$69K 0.02%
5,646
-800
203
$68K 0.02%
500
204
$67K 0.02%
2,386
+66
205
$66K 0.02%
259
-6
206
$63K 0.01%
177
207
$60K 0.01%
+830
208
$59K 0.01%
8,415
209
$56K 0.01%
725
210
$56K 0.01%
1,196
-100
211
$54K 0.01%
114
-128
212
$53K 0.01%
644
213
$52K 0.01%
740
214
$51K 0.01%
107
215
$50K 0.01%
446
216
$48K 0.01%
1,400
217
$48K 0.01%
672
-82
218
$48K 0.01%
275
219
$47K 0.01%
285
220
$47K 0.01%
200
221
$45K 0.01%
629
222
$44K 0.01%
305
-45
223
$44K 0.01%
600
224
$43K 0.01%
278
225
$40K 0.01%
200
7 8
9
10 11